Investment funds typically offer multiple classes of shares, each with different fee structures. Some share classes have front-loaded fees, others have back-loaded fees, and some have higher fees for retail investors. Treeview Capital provides access to advisor-only "I" class of fund shares, which offer the lowest fees available.

Retail investors often face higher fees due to smaller investment amounts and the additional administrative costs associated with managing numerous smaller accounts. Some funds offer share classes with front-end sales charges or back-end deferred sales charges. Treeview Capital does not add these sales charges.

Lower fees reduce the cost of investing, allowing a larger portion of your money to be invested and grow over time, which can enhance overall returns.

Our fees begin at just 0.30% for investments that require an advisor to purchase. For your other investments, we do not charge any fees. Treeview Capital does not add any front-end sales charges or back-end deferred sales charges.

Yes, we have a very generous referral program. Once you become a client, you will receive a personalized referral link to share with others. For three full months, both you and your friend can earn a fee rebate of 33% of the Treeview Capital fees generated by your friend. If you refer enough people, you could reduce your Treeview Capital fees to zero.